BHE
BENCHMARK ELECTRONICS INC
$86.13
+2.63%
$3.1B
No data for this timeframe.
Vol
Market Cap$3.1B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders7 funds
Inst. Value$286.6M
Inst. Activity2 buys / 1 sells
Insider Activity0B / 8S
Insider Net $-$7.6M
SEC Reports6
Recent Activity
May 27, 2026
Insider
SCHEIBLE DAVID W sold 2,093 shares
Director @ $0.00 ($0.00)
May 27, 2026
Insider
Britt Douglas sold 2,093 shares
Director @ $0.00 ($0.00)
May 27, 2026
Insider
BRYAN GLYNIS sold 2,093 shares
Director @ $0.00 ($0.00)
May 20, 2026
SEC
Two directors at Benchmark Electronics sold a combined $3.93M in shares over three trading days. The sales represent ~0.
CLUSTER — Impact 4/10
May 15, 2026
SEC
Two directors and an SVP of Benchmark Electronics sold shares totaling $4.5M in open-market transactions over a week. Th
CLUSTER — Impact 4/10
May 12, 2026
SEC
Two insiders at Benchmark Electronics sold a combined $2.54M in stock over a 7-day window, representing 0.08% of market
CLUSTER — Impact 3/10
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
181,488 shares ($7.8M)
Inst.
WELLS FARGO & COMPANY/MN — ADD
151,643 shares ($6.5M)
Price Targets
$78.00
-10.1% upside
Sell
Current $86.72
Low $62.00
Median $80.00
High $92.00
3 analysts
$62.00
$92.00
Analyst Ratings
1Strong Buy
5Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 30, 2026 | Needham | MAINTAIN | Buy → Buy |
| Feb 4, 2026 | Needham | MAINTAIN | Buy → Buy |
| Jan 23, 2026 | Lake Street | MAINTAIN | Buy → Buy |
| Jan 16, 2026 | Needham | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.69 ▲ +15.7% | $0.68 — $0.69 | 25% YoY | 3 |
| Next Q | $0.72 ▲ +8.0% | $0.71 — $0.72 | 16% YoY | 3 |
| Current FY | $2.75 ▲ +8.0% | $2.74 — $2.76 | 15% YoY | 3 |
| Next FY | $3.10 ▲ +8.5% | $3.06 — $3.15 | 13% YoY | 3 |
Latest Reports
NEUTRAL
CLUSTER
4/10
Two directors at Benchmark Electronics sold a combined $3.93M in shares over three trading days. The sales represent ~0.
May 20, 2026
NEUTRAL
CLUSTER
4/10
Two directors and an SVP of Benchmark Electronics sold shares totaling $4.5M in open-market transactions over a week. Th
May 15, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $209.7M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $29.0M | NEW |
| MORGAN STANLEY | $18.1M | — |
| FMR LLC | $13.1M | ADD |
| TWO SIGMA INVESTMENTS, LP | $7.8M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 27, 2026 | SCHEIBLE DAVID | A | $0.00 |
| May 27, 2026 | Britt Douglas | A | $0.00 |
| May 27, 2026 | BRYAN GLYNIS | A | $0.00 |
| May 27, 2026 | SLESSOR MIKE | A | $0.00 |
| May 27, 2026 | De Greef-Safft | A | $0.00 |
7 institutional holders with $286.6M total value (6,703,361 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 4,903,016 | $209.7M | 73.1% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 679,279 | $29.0M | 10.1% | NEW |
| 3 | MORGAN STANLEY | 423,203 | $18.1M | 6.3% | — |
| 4 | FMR LLC | 305,382 | $13.1M | 4.6% | ADD +55.7% |
| 5 | TWO SIGMA INVESTMENTS, LP | 181,488 | $7.8M | 2.7% | DOUBLED +169.4% |
| 6 | WELLS FARGO & COMPANY/MN | 151,643 | $6.5M | 2.3% | ADD +89.8% |
| 7 | BANK OF AMERICA CORP /DE/ | 59,350 | $2.5M | 0.9% | TRIM -25.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 67,357 | 181,488 | +169.4% | $7.8M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 79,907 | 151,643 | +89.8% | $6.5M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 80,046 | 59,350 | -25.9% | $2.5M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 67,357 | — | $2.6M | 2025-Q3 |
| UBS Group AG | TRIM | 60,484 | 34,426 | -43.1% | $1.3M | 2025-Q3 |
| NORGES BANK | EXIT | 28,154 | 0 | -100.0% | $0.00 | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 58,358 | 74,098 | +27.0% | $2.9M | 2025-Q2 |
| UBS Group AG | ADD | 39,916 | 60,484 | +51.5% | $2.3M | 2025-Q2 |
| NORGES BANK | NEW | — | 28,154 | — | $1.1M | 2025-Q2 |
| FMR LLC | ADD | 151,217 | 235,498 | +55.7% | $9.0M | 2025-Q1 |
| UBS Group AG | TRIM | 78,429 | 39,916 | -49.1% | $1.5M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 45,750 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | EXIT | 116,783 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 25,927 | 78,429 | +202.5% | $3.6M | 2024-Q4 |
| CITADEL ADVISORS LLC | DOUBLED | 6,700 | 22,359 | +233.7% | $1.0M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 833,399 | — | $36.9M | 2024-Q3 |
15 unique insiders with 8 transactions. Net insider value: -$7.6M ($0.00 bought, $7.6M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 27, 2026 | SCHEIBLE DAVID W | Director | A | 2,093 | $0.00 | $0.00 |
| May 27, 2026 | Britt Douglas | Director | A | 2,093 | $0.00 | $0.00 |
| May 27, 2026 | BRYAN GLYNIS | Director | A | 2,093 | $0.00 | $0.00 |
| May 27, 2026 | SLESSOR MIKE | Director | A | 2,093 | $0.00 | $0.00 |
| May 27, 2026 | De Greef-Safft Anne | Director | A | 2,093 | $0.00 | $0.00 |
| May 27, 2026 | LAMNECK KENNETH T | Director | A | 2,093 | $0.00 | $0.00 |
| May 27, 2026 | SWOBODA CHARLES M | Director | A | 2,093 | $0.00 | $0.00 |
| May 27, 2026 | Wentworth Lynn A | Director | A | 2,093 | $0.00 | $0.00 |
| May 26, 2026 | Moezidis David | President and CEO | SELL | 12,500 | $87.57 | $1.1M |
| May 19, 2026 | Turner Rhonda R | SVP, Chief HR Officer | G | 400 | $0.00 | $0.00 |
| May 13, 2026 | SCHEIBLE DAVID W | Director | SELL | 22,989 | $85.00 | $2.0M |
| May 12, 2026 | LAMNECK KENNETH T | Director | SELL | 24,263 | $81.49 | $2.0M |
| May 6, 2026 | Turner Rhonda R | SVP, Chief HR Officer | SELL | 6,600 | $85.14 | $561.9K |
| Mar 31, 2026 | Moezidis David | President and CEO | A | 13,379 | $0.00 | $0.00 |
| Mar 31, 2026 | Moezidis David | President and CEO | A | 13,379 | $0.00 | $0.00 |
| Feb 25, 2026 | Turner Rhonda R | SVP, Chief HR Officer | F | 1,006 | $60.36 | $60.7K |
| Feb 25, 2026 | Beaver Stephen J | SVP, General Counsel and CLO | F | 1,405 | $60.36 | $84.8K |
| Feb 25, 2026 | Benck Jeff | CEO | F | 7,756 | $60.36 | $468.2K |
| Feb 24, 2026 | Benck Jeff | CEO | SELL | 9,066 | $60.40 | $547.6K |
| Feb 23, 2026 | Turner Rhonda R | SVP, Chief HR Officer | F | 2,531 | $57.80 | $146.3K |
| Feb 23, 2026 | Beaver Stephen J | SVP, General Counsel and CLO | F | 3,942 | $57.80 | $227.8K |
| Feb 23, 2026 | Moezidis David | President | F | 3,062 | $57.80 | $177.0K |
| Feb 23, 2026 | Valkanoff David | EVP, Chief Operating Officer | F | 2,355 | $57.80 | $136.1K |
| Feb 23, 2026 | Benck Jeff | CEO | F | 18,464 | $57.80 | $1.1M |
| Feb 20, 2026 | Cummings David Lee | SVP, Chief Commercial Officer | A | 5,996 | $0.00 | $0.00 |
| Feb 20, 2026 | Turner Rhonda R | SVP, Chief HR Officer | A | 6,424 | $0.00 | $0.00 |
| Feb 20, 2026 | Valkanoff David | EVP, Chief Operating Officer | A | 11,991 | $0.00 | $0.00 |
| Feb 20, 2026 | Schumaker Bryan Robert | EVP, Chief Financial Officer | A | 12,847 | $0.00 | $0.00 |
| Feb 20, 2026 | Benck Jeff | CEO | F | 8,283 | $58.38 | $483.6K |
| Feb 20, 2026 | Cummings David Lee | SVP, Chief Commercial Officer | A | 5,996 | $0.00 | $0.00 |
| Feb 20, 2026 | Valkanoff David | EVP, Chief Operating Officer | A | 11,991 | $0.00 | $0.00 |
| Feb 20, 2026 | Valkanoff David | EVP, Chief Operating Officer | A | 11,991 | $0.00 | $0.00 |
| Feb 20, 2026 | Turner Rhonda R | SVP, Chief HR Officer | A | 6,424 | $0.00 | $0.00 |
| Feb 20, 2026 | Turner Rhonda R | SVP, Chief HR Officer | A | 6,424 | $0.00 | $0.00 |
| Feb 20, 2026 | Cummings David Lee | SVP, Chief Commercial Officer | A | 5,996 | $0.00 | $0.00 |
| Feb 20, 2026 | Cummings David Lee | SVP, Chief Commercial Officer | A | 5,996 | $0.00 | $0.00 |
| Feb 20, 2026 | Turner Rhonda R | SVP, Chief HR Officer | A | 6,424 | $0.00 | $0.00 |
| Feb 20, 2026 | Beaver Stephen J | SVP, General Counsel and CLO | A | 10,278 | $0.00 | $0.00 |
| Feb 20, 2026 | Beaver Stephen J | SVP, General Counsel and CLO | A | 10,278 | $0.00 | $0.00 |
| Feb 20, 2026 | Valkanoff David | EVP, Chief Operating Officer | A | 11,991 | $0.00 | $0.00 |
| Feb 20, 2026 | Schumaker Bryan Robert | EVP, Chief Financial Officer | A | 12,847 | $0.00 | $0.00 |
| Feb 20, 2026 | Moezidis David | President | A | 21,412 | $0.00 | $0.00 |
| Feb 20, 2026 | Moezidis David | President | A | 21,412 | $0.00 | $0.00 |
| Feb 20, 2026 | Schumaker Bryan Robert | EVP, Chief Financial Officer | A | 12,847 | $0.00 | $0.00 |
| Feb 20, 2026 | Schumaker Bryan Robert | EVP, Chief Financial Officer | A | 12,847 | $0.00 | $0.00 |
| Feb 20, 2026 | Beaver Stephen J | SVP, General Counsel and CLO | A | 10,278 | $0.00 | $0.00 |
| Feb 20, 2026 | Beaver Stephen J | SVP, General Counsel and CLO | A | 10,278 | $0.00 | $0.00 |
| Feb 13, 2026 | Benck Jeff | CEO | SELL | 834 | $60.06 | $50.1K |
| Feb 12, 2026 | Benck Jeff | CEO | SELL | 100 | $60.03 | $6.0K |
| Feb 6, 2026 | Benck Jeff | CEO | SELL | 25,000 | $58.19 | $1.5M |
6 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 5 neutral. Avg impact: 4.2/10.
NEUTRAL
CLUSTER
4/10
Two directors at Benchmark Electronics sold a combined $3.93M in shares over three trading days. The
May 20, 2026
NEUTRAL
CLUSTER
4/10
Two directors and an SVP of Benchmark Electronics sold shares totaling $4.5M in open-market transact
May 15, 2026
NEUTRAL
CLUSTER
3/10
Two insiders at Benchmark Electronics sold a combined $2.54M in stock over a 7-day window, represent
May 12, 2026
BULLISH
8-K
8/10
Benchmark Electronics reported Q1 2026 revenue of $677M (7.1% YoY growth) and non-GAAP EPS of $0.58,
Apr 29, 2026
NEUTRAL
DEFA14A
2/10
Benchmark Electronics Inc. (BHE) has filed a definitive proxy statement (DEFA14A) for an upcoming sh
Apr 17, 2026
NEUTRAL
8-K
4/10
Benchmark Electronics appointed David Moezidis as President and CEO effective March 31, 2026, and en
Feb 24, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (75% buy). Based on 8 analysts: 1 strong buy, 5 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$78.00 mean target
-10.1% upside
Sell (3.00)
$62.00 Low
$92.00 High
| Metric | Value |
|---|---|
| Current Price | $86.72 |
| Target Low | $62.00 |
| Target Mean | $78.00 |
| Target Median | $80.00 |
| Target High | $92.00 |
| # Analysts | 3 |
| Recommendation | Sell (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.69 | $0.68 | $0.69 | 24.9% | +15.7% | 3↑ 0↓ | $0.7B | 12.1% | 3 |
| Next Q 2026-09-30 |
$0.72 | $0.71 | $0.72 | 15.6% | +8.0% | 3↑ 0↓ | $0.7B | 9.3% | 3 |
| Current FY 2026-12-31 |
$2.75 | $2.74 | $2.76 | 14.6% | +8.0% | 3↑ 0↓ | $2.9B | 9.3% | 3 |
| Next FY 2027-12-31 |
$3.10 | $3.06 | $3.15 | 12.8% | +8.5% | 3↑ 0↓ | $3.1B | 6.5% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.687 | |
| 7d ago | $0.590 | +0.097 |
| 30d ago | $0.593 | +0.093 |
| 60d ago | $0.593 | +0.093 |
| 90d ago | $0.583 | +0.103 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 30, 2026 | Needham | MAINTAIN | Buy | Buy |
| Feb 4, 2026 | Needham | MAINTAIN | Buy | Buy |
| Jan 23, 2026 | Lake Street | MAINTAIN | Buy | Buy |
| Jan 16, 2026 | Needham | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 5 | 2 | 0 | 0 | 75% | |
| May 1, 2026 | 1 | 5 | 2 | 0 | 0 | 75% | |
| Apr 1, 2026 | 1 | 5 | 2 | 0 | 0 | 75% | |
| Mar 1, 2026 | 1 | 5 | 2 | 0 | 0 | 75% | |
| Feb 1, 2026 | 1 | 5 | 2 | 0 | 0 | 75% | |
| Jan 1, 2026 | 1 | 5 | 2 | 0 | 0 | 75% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 29, 2026
earnings_calendar
BHE Q1 2026 Earnings Scheduled — 2026-04-29
Mar 26, 2026
short_interest
FTD: BHE — 9,477 shares ($0.6M) failed to deliver
Settlement: 20260326, Price: $59.03, FTD Value: $559,427.31, BENCHMARK ELECTRONICS INC